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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

537 hedge funds and large institutions have $14B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 177 increasing their positions, 229 reducing their positions, and 55 closing their positions.

Holders
537
Holders Change
-20
Holders Change %
-3.59%
% of All Funds
14.48%
Holding in Top 10
62
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-22.5%
% of All Funds
1.67%
New
40
Increased
177
Reduced
229
Closed
55
Calls
$208M
Puts
$600M
Net Calls
-$392M
Net Calls Change
-$267M

Top Buyers

1
BA
1
BlackRock Advisors
Delaware
$481M
2
AB
2
Aozora Bank
Japan
$479M
3
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$653M
4
Barclays
4
Barclays
United Kingdom
$155M
5
MAA
5
Managed Account Advisors
New Jersey
$509M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$230M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
ACM
3
Aviance Capital Management
Florida
$204K
4
Morgan Stanley
4
Morgan Stanley
New York
$445M
5
Goldman Sachs
5
Goldman Sachs
New York
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$37.7M +$5.05M +43,652 +15%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$37.4M +$3.8M +32,878 +11%
FAAS
53
First Allied Advisory Services
California
$36.8M +$27.4M +236,678 +291%
AF
54
Ally Financial
Michigan
$35.3M +$11.6M +100,000 +49%
AssetMark Inc
55
AssetMark Inc
California
$33.8M -$67.8M -585,609 -67%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$33.2M -$8.88M -76,772 -21%
PCA
57
Personal Capital Advisors
California
$33.1M +$5.9M +50,958 +22%
CA
58
Cambridge Associates
Massachusetts
$31.2M – – –
CTB
59
Country Trust Bank
Illinois
$31.1M +$2.51M +21,714 +9%
EB
60
Eastern Bank
Massachusetts
$30.6M +$2.44M +21,078 +9%
CS
61
Credit Suisse
Switzerland
$30.2M -$33.3M -287,577 -52%
NYLIM
62
New York Life Investment Management
New York
$29.7M +$3.98M +34,400 +15%
FBNAT
63
FirstMerit Bank N.A. Trustee
Ohio
$29.5M +$2M +17,275 +7%
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$27.5M +$27.5M +237,987 New
PAMU
65
Pictet Asset Management (UK)
United Kingdom
$27.2M +$1.68M +14,400 +7%
BIT
66
BlackRock Institutional Trust
California
$26.8M -$8.42M -72,746 -24%
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$25.1M +$25.1M +216,731 New
RJA
68
Raymond James & Associates
Florida
$24.6M +$6.04M +52,192 +33%
FEG
69
Financial Enhancement Group
Indiana
$24.4M +$24.4M +210,551 New
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$22.4M +$3.41M +29,466 +18%
SL
71
Summitry LLC
California
$22.3M +$620K +5,360 +3%
Franklin Resources
72
Franklin Resources
California
$22.1M -$680K -5,872 -3%
WF
73
Welch & Forbes
Massachusetts
$20.7M -$297K -2,570 -1%
JG
74
Jefferies Group
New York
$20.4M +$20.4M +176,414 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$19.3M +$1.21M +10,425 +7%
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3
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